See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS L Service code 27 · EIN 27-0493248 | Advisory (Plan) | $16,877 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $11,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,832 | $59,186-51.3% | $76,768-62.4% | $56,287-48.8% |
| Participation rate | 66.9% | 75.2%-8.3pp | 77.0%-10.1pp | 69.9%-3.0pp |
| Annual return | -3.27% | 6.62%-9.9pp | 2.43%-5.7pp | -9.96%+6.7pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,378 | $3,255-26.9% | $3,852-38.2% | $3,350-29.0% |
| Admin fee / account holder | $267 | $489-45.5% | $6,675-96.0% | $521-48.8% |